U.S. federal trademark · Serial No. 88457263
Estate planning; Estate trust management
Accounting consultation; Accounting services; Business research services in the field of efficient structuring, implementation, and set up of, and accounting services for, a family office, including providing financial indices of select securities or bonds to enable consumer to evaluate investments and market trends; Business consulting, management, and planning services in the field of efficient structuring, implementation, and set up of, and accounting services for, a family office, including providing financial indices of select securities or bonds to enable consumer to evaluate investments and market trends; Business succession planning; Business information and accounting advisory services; Tax consultation
Legal advisory services in the field of fiduciary compliance in the efficient structuring, implementation, and set up of a family office and the field of accounting; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services including fiduciary consulting in all areas of structuring, planning, and implementing a family office and in the field of accounting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.